403(b) Plans
The latest 403(b) advice, investing tips and options, as well as news and articles that focus on important 403(b) strategies.
August 11, 2022
Help Retirement Plan Sponsors With Notice Delivery RequirementsWhen employers are wrestling with mailing lists, they might want to hear about a better way.
August 09, 2022
IRS Gives 3-Year Extension on Secure, CARES Act AmendmentsIt's giving "retirement plan sponsors and IRA custodians more time to amend their documents," Ed Slott says.
August 03, 2022
Preparing Employer-Plan Clients for the Form 5500 Audit ProcessThis is a key moment that can strengthen or weaken your relationships with these clients.
August 02, 2022
Everything You Need to Know About Annuity InvestingLearn how annuities work, their pros and cons, and what type of annuity might be right for your client.
July 27, 2022
'Educators Are Angry': Equitable's $50M Penalty Points to Wider 403(b) ProblemsEquitable was fined for sending misleading fee statements to 1.4 million investors, mainly teachers.
July 19, 2022
'Will RMDs Drain My Account?': Morningstar's Benz Answers a Common Retirement QuestionThe personal finance columnist discusses how to reduce RMDs and offers some tax-friendly ideas for reinvestment.
July 18, 2022
Equitable to Pay $50M for Misleading Teachers on Annuity FeesEquitable's account statements provided misleading fee info to about 1.4 million variable annuity investors, according to the SEC.
July 12, 2022
To Save for Retirement, Workers Need an Emergency Savings SolutionAn asset management insider makes the case for the Rise & Shine Act.
July 11, 2022
A Roth 401(k) Shift Might Affect Money Managers More Than SaversResearchers say total Rothification would lead to more money saved in taxable accounts instead of 401(k)s.
July 07, 2022
Clients Might Get to Tap Retirement Plan Assets for Home ModificationsClients could use up to $30,000 in tax-free retirement plan distributions to make homes safer or more accessible.